MAXJISHARES TR
CUSIP 46438G612 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (MAXJ) has 48 institutional holders in Filings Flow’s 13F database, together reporting 2.94M shares worth $83M as of Q1 2026. The largest reported holders are Strategic Blueprint, LLC, J. L. Bainbridge & Co., Inc., and Bip Wealth, LLC.
Institutional Holders
48
Q1 2026
Reported Value
$83M
Ticker
MAXJ
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Strategic Blueprint, LLC$1.7B AUM | 1.12% | $26M | 914.4K | Q3 2025OLDER |
| J. L. Bainbridge & Co., Inc.$1.1B AUM | 2.26% | $25M | 902.2K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 1.03% | $25M | 900.6K | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.33% | $3M | 92.1K | Q1 2026 |
| Client First Capital LLC$231M AUM | 1.10% | $3M | 90.4K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.05% | $2M | 74.7K | Q1 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 1.05% | $2M | 69.2K | Q1 2026 |
| Donald L. Hagan, LLC$204M AUM | 0.91% | $2M | 66.2K | Q3 2025OLDER |
| FC Advisory LLC$378M AUM | 0.53% | $2M | 64.6K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 59.2K | Q1 2026 |
| Balboa Wealth Partners$596M AUM | 0.25% | $2M | 53.8K | Q1 2026 |
| CRA Financial Services, LLC$770M AUM | 0.15% | $1M | 40.3K | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.09% | $1M | 36.3K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $984,178 | 35.0K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $953,308 | 33.9K | Q1 2026 |
| Grantvest Financial Group LLC$154M AUM | 0.59% | $918,200 | 32.6K | Q1 2026 |
| CROSSPOINT FINANCIAL, LLC$40M AUM | 2.30% | $913,887 | 32.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $907,720 | 32.2K | Q1 2026 |
| Crown Wealth Group, LLC$340M AUM | 0.26% | $876,372 | 31.2K | Q3 2025OLDER |
| Encompass More Asset Management$597M AUM | 0.14% | $849,772 | 30.2K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $835,146 | 29.6K | Q4 2025OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.06% | $739,246 | 26.3K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $699,839 | 24.9K | Q1 2026 |
| MIDDLETON & CO INC/MA$877M AUM | 0.07% | $649,557 | 23.1K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $624,730 | 22.2K | Q1 2026 |
| Cypress Wealth Services, LLC$708M AUM | 0.09% | $619,424 | 22.0K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.04% | $567,585 | 20.2K | Q1 2026 |
| NBZ Investment Advisors LLC$229M AUM | 0.24% | $544,072 | 19.3K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $537,695 | 19.1K | Q1 2026 |
| Blue Sky Capital Consultants Group, Inc.$210M AUM | 0.26% | $535,286 | 19.0K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $532,469 | 18.9K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $530,313 | 18.8K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $518,531 | 18.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $434,165 | 15.4K | Q1 2026 |
| Weaver Consulting Group$420M AUM | 0.09% | $380,155 | 13.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $372,354 | 13.2K | Q1 2026 |
| BCGM Wealth Management, LLC$398M AUM | 0.09% | $367,330 | 13.0K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $340,711 | 12.4K | Q2 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $304,970 | 10.8K | Q4 2025OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.02% | $292,297 | 10.4K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $287,617 | 10.5K | Q2 2025OLDER |
| ARS Investment Partners, LLC$2.3B AUM | 0.01% | $280,470 | 10.0K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $270,834 | 9.6K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $251,404 | 8.9K | Q1 2026 |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.02% | $223,559 | 7.9K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $204,946 | 7.3K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $99,807 | 3.5K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $98,757 | 3.5K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $83,035 | 2.9K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $79,940 | 2.9K | Q3 2025OLDER |
| EFG International AG$4.7B AUM | 0.00% | $74,229 | 2.6K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $40,437 | 1.4K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $25,344 | 900 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $17,000 | 615 | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $13,461 | 478 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $2,422 | 86 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $2,112 | 75 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,408 | 50 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $563 | 20 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.